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Saracens Financial Consultants

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Trading for 33 years

About Saracens Financial Consultants

Financial consultant in Alstonville, NSW. Superannuation management. Investment advice. SMSF administration. At Saracens Financial Consultants in Alstonville, NSW, we offer a range of financial solutions, including superannuation management, investment advice and wealth accumulation strategies. Our support extends to self-managed super funds, guiding you through the process to help ensure your retirement savings are managed. We also offer estate planning and insurance options, including life and income protection. Navigating complex financial landscapes can be challenging, but our advocacy services are available to help you navigate your options. Established in 1992, we serve the Northern Rivers and surrounding areas. Call us today.

Products

  • Financial Advisory Services

Services

  • Self-managed superannuation administration

  • Superannuation & investment advice

  • Brokerage service available for direct share purchases

  • Life, TPD & income protection insurance

  • Redundancy advice

  • Retirement planning

  • Financial planning

  • Small business advice

  • Investment planning

  • Share market portfolio construction

  • Estate planning

  • Wealth management

  • Wealth protection

  • Debt management household budgeting & saving

  • Managed funds including Platinum, Magellan, Perpetual, Schroder, Pengana Arnhem & Hyperion

  • Deposits, inflation bonds & bonds

  • Aged care solutions & accommodation bonds

  • Advocacy services

  • Annuities, insurance & funeral bonds

  • Direct share brokers

  • Personal risk insurance

Reviews

5 rating

1 review

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PW

P & J Wollongbar

9 years ago

Philip Zappala, of Saracens Financial Consultants has been our financial adviser since the year 2000. We have found Phil and his staff to be very friendly, welcoming and professional. Saracens has been able to exceed the benchmark every year since we have been with them.

Location

3/ 94 Main St, Alstonville NSW

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • Australian Financial Services Licence (AFSL): 244521

Frequently Asked Questions

Is this a set & forget approach?

Once we have formalised a plan to suit your needs & goals, we help you to put the motions into place & then we will review on a regular basis

Saracens Financial Consultants

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